Patrick Gothard

Patrick Gothard: Email & Phone Number

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Wealth Management Client Associate at Merrill Lynch|Zionsville, Indiana, United States

Position:

Wealth Management Client Associate at Merrill Lynch

Location:

Zionsville, Indiana, United States

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Last updated: 2026-06-26
Updated: 2026-06-26

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Work Experience 2 years

Wealth Management Client Associate at Merrill Lynch

Aug 2025 - Current

Financial Services Professional at WestPoint Financial Group

Jun 2024 - Jan 2025

Patrick Gothard started working in 2024, then the employee has changed 1 company and 1 job. On average, Patrick Gothard works for one company for 9 months.

Their professional focus is Authenticity, Communication, and Leadership across 3 core areas.

Patrick holds Series 7 and Securities Industry Essentials (SIE) certifications.

Education

Bachelor's degree at Indiana University Bloomington

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